Lucent Technologies 518-458-100 User Manual

™

PARTNER Endeavor Communications System

Programming and Use

518-458-100 Comcode 108340803 Issue 2 August 1998

Notice

Every effort has been made to ensure that the information in this book is complete and accurate at the time of printing. However, information is subject to change.

Federal Communications Commission (FCC) Interfer ence Notice

This equipment has been tested and found to comply with the limits of a Class A or a Class B digital device, pursuant to Part 15 of FCC rules. For additional information on FCC regulations, see “Federal Communications Commission (FCC) Interference Information” on the next page.

Canadian Emissions Requirements

This digital apparatus does not exceed the Class A or the Class B limits for radio noise emissions from digital apparatus set out in the Radio Interference Regulations of the Industry Canada (IC). For additional IC information, see “IC Notification and Repair Information ” in this section.

Le present appareil numerique n’emet pas de bruits radioelectriques depassant les limites applicables aux appareils numeriques de la classe A ou de la classe B prescrites dans le Reglement sur le brouillage radioelectrique edicte par le ministere des Industrie Canada. Vous trouverez des renseignements complémitaires dans cette section: “IC Notification

and Repair Information ” de

PARTNER Endeavor Communications System Programming and Use

guide.

Security

Toll fraud, the unauthorized use of your telecommunications system by an unauthorized party (for example, persons other

than your company’s employees, agents, subcontractors, or persons working on your company’s behalf) can result in substantial additional charges for your telecommunications services. You are responsible for the security of your system. There may be a risk of toll fraud associated with your telecommunications system. Y ou are responsible for programming and configuring your equipment to prevent unauthorized use. Your system manager should read all documents provided with this product to fully understand the features that can introduce the risk of toll fraud and the steps that can be taken to reduce that risk. Lucent T echnologies does not warrant that this product is immune from or will prevent unauthorized use of commoncarrier telecommunication services or facilities accessed through or connected to it. Lucent Technologies will not be responsible for any charges that result from such unauthorized use. If you you need technical support or assistance, call the Lucent Technologies National Customer Care Center at 1-800-721-7071.

suspect you are being victimized

by toll fraud and

T rad emarks

Magic on Hold, MERLIN, MLS-34D, MLS-18D, MLS-12D, MLS-12, MLS-6, PARTNER, PARTNER MAIL, PARTNER MAIL VS, PassageWay, SYSTIMAX, and TransTalk are registered trademarks of Lucent Technologies. PARTNER Endeavor is a trademark of Lucent Technologies. Microsoft is a registered trademark and Windows is a trademark of Microsoft Corporation. The SoundStation is a registered trademark of Polycom, Inc.

Warranty

Lucent Technologies provides a limited warranty for this product. Refer to “Lucent Technologies Limited Warranty and Limitation of Liability” in Appendix B of this book.

Ordering Information

The order number for this book is 518-458-100. To order additional books, call 800-457-1235 or 765-361-5353. For information about ordering other system reference materials, replacement parts, accessories, and other compatible equipment, refer to “Product Ordering In formation” in Appendix B.

Support Telephone Number

In the continental U.S., Lucent Technologies provides a toll-free customer hotline 24 hours a day. Call the hotline at 1-800721-7071 or your Lucent Technologies Authorized Dealer , if you need assistance when programming or using your system. Consultation charges may apply.

Outside the continental U.S., contact your Lucent Technologies Representative or local Authorized Dealer.

Federal Communications Commission (FCC) Interference Information

References to FCC regulations are not applicable outside of the U.S.

Class A Compliance

This equipment, in the 5-Slot configuration and in the 2-Slot configuration with a 362EC module or PARTNER MAIL VS, has been tested and found to comply with the limits for a Class A digital device, pursuant to Part 15 of FCC rules.

These limits are designed to provide reasonable protection against harmful interference when the equipment is operated in a commercial environment. This equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in accordance with the instruction manuals, may cause harmful interference to radio communications. Operation of this equipment in a residential area is likely to cause harmful interference, in which case the user will have to correct the interference at his or her own expense.

FCC Notification and R epair Infor mation

This equipment is registered with the FCC in accordance with Part 68 of its rules. In compliance with those rules, you are advised of the following:

Means of Connection: Connection to the telephone network shall be through a standard network interface jack USOC RJ11C. These USOCs must be ordered from your local telephone company.

FCC-compliant line cords are provided with Line and Line/Extension Modules for connecting to the telephone company-provided USOC RJ11C jacks. Use only FCCcompliant line cords and jacks for these connections.

This equipment may not be used with party lines or coin telephone lines. Notification to the Telephone Companies: Before connecting this equipment, you or

your equipment supplier must notify your local telephone company’s business office of the following:

■ The telephone number(s) you will be using with this equipment.

■ The appropriate registration number and ringer equivalence number (REN),

which can be found on the right-hand side of the control unit.

■ The facility interface code, which is O2LS2.

You must also notify your local telephone company if and when this equipment is permanently disconnected from the line(s).

REN Information: The REN is used to determine the quantity of devices that may be connected to the same telephone line. Excessive RENs on the telephone line may result in the devices not ringing in response to an incoming call. In most, but not all areas, the sum of RENs should not exceed two (2.0). To be certain of the number of devices that may be connected to a line, as determined by the total RENs, contact the local telephone company.

Repair Instructions: If you experience trouble because your equipment is malfunctioning, the FCC requires that you disconnect the equipment from the network and not use it until the problem has been corrected. Repairs to this equipment can only be made by the manufacturer, by its authorized agents, or by others who may be authorized by the FCC. In the event repairs are needed on this equipment, please contact the Lucent Technologies hotline at 1-800-721-7071 or your local Authorized Dealer. For warranty information, see Appendix B.

Rights of the Local Telephone Company: If this equipment causes harm to the telephone network, the local telephone company may discontinue your service temporarily. If possible, they will notify you in advance. But if advance notice is not practical, you will be notified as soon as possible. You will also be advised of your right to file a complaint with the FCC.

Your local telephone company may make changes in its facilities, equipment, operations, or procedures that affect the proper functioning of this equipment. If they do, you will be notified in advance to give you an opportunity to maintain uninterrupted telephone service.

Hearing Aid Compatibility: All system phones are compatible with inductively coupled hearing aids as prescribed by the FCC.

Industry Canada (IC) Notification and Repair Information

The Industry Canada (IC) label identifies certified equipment. This certification means that the equipment meets certain telecommunications network protective, operational, and safety requirements. The IC does not guarantee the equipment will operate to the

user’s satisfaction. Before installing this equipment, users should ensure that is permissible to connect it to

the facilities of the local telecommunications company. The equipment must also be installed using an acceptable method of connection. In some cases, the company’s inside wiring for single-line individual service may be extended by means of a certified connector assembly (telephone extension cord). The customer should be aware that compliance with the above conditions may not prevent degradation of service in some situations.

Repairs to certified equipment should be made by an authorized Canadian maintenance facility designated by the supplier. Any repairs or alterations made by the user to this equipment, or any equipment malfunctions, may give the telecommunications company cause to request the user to disconnect the equipment.

Users, for their own protection, should ensure that the electrical ground connections of the power utility, telephone lines, and internal metallic water pipe system, if present, are connected. This precaution may be particularly important in rural areas.

CAUTION:

Users should not attempt to make such connections themselves, but should contact the appropriate electrical inspection authority or electrician, as appropriate.

To prevent overloading, the Load Number (LN) assigned to each terminal device denotes the percentage of the total load to be connected to a telephone loop used by the device. The termination on a loop may consist of any combination of devices subject only to the requirement that the total of the Load Numbers of all the devices does not exceed 100.

IC Certification No: See the label on the side of the control unit. CSA Certification No: LR 60486 Load No: 7

Renseign ements sur la notification du min istére des Industrie Canada et la réparation

L’étiquette du Ministére des Industrie Canada identifie le matériel homologué. Cette étiquette certifie que le matériel est conformé à certaines normes de protection, d’exploitation et de sécurité des réseaux de télécommunications. Le Ministére n’assure toutefois pas que le matériel fonctionnera à la satisfaction de l’utilisateur.

Avant d’installer ce matériel, l’utilisateur doit s’assurer qu’il est permis de le raccorder aux installations de l’entreprise locale de télécommunication. Le matériel doit également être installé en suivant une méthode acceptée de peuvent etre prolonges au moyen d’un dispositif homologue de raccordement. Dans certains cas, les fils intérieurs de l’enterprise utilisés pour un service individuel à ligne unique peuvent être prolongés au moyen d’un dispositif homologué de raccordement (cordon prolongateur téléphonique interne). L’abonné ne doit pas oublier qu’il est possible que la conformité aux conditions énoncées ci-dessus n’empêchent pas la dégradation du service dans certaines situations. Actuellement, les entreprises de télécommunication ne permettent pas que l’on raccorde leur matériel à des jacks d’abonné, sauf dans les cas précis prévus pas les tarifs particuliers de ces entreprises.

Les réparations de matériel homologué doivent être effectuées par un centre d’entretien Canadien autorisé désigné par le foumisseur. La compagnie de télécommunications peut demander à l’utilisateur de débrancher un appareil à la suite de réparations ou de modifications effectuées par l’utilisateur ou à cause de mauvais fonctionnement.

Pour sa propre protection, l’utilisateur doit s’assurer que tous les fils de mise à la terre de la source d’énergie électrique, des lignes téléphoniques et des canalisations d’eau métalliques, s’il y en a, sont raccordés ensemble. Cette précaution est particuliérement importante dans les régions rurales.

ADVERTISSEMENT:

L’utilisateur ne doit pas tenter de faire ces raccordements lui-même; il doit avoir racours à un service d’inspection des installations électriques, ou à un electrician, selon le cas.

L’indice de charge (IC) assigné à chaque dispositif terminal indique, pour éviter toute surcharge, le pourcentage de la charge totale qui peut être raccordée a un circuit téléphonique boucié utilisé par ce dispositif. La terminaison du circuit boucié peut être constituêe de n’importe quelle combinaison de dispositifs, pourvu que la somme des indices de charge de l’ensemble des dispositifs ne dépasse pas 100.

No d’homolagation: Voir l’étiquette sur le côté de l’unité de contrôle.

No de certification CSA: LR 60486 L’indice de charge: 7

Contents

About This Guide vii

■ Purpose vii

1 Overview 1-1

■ Features and Capabilities 1-1

■ System Components 1-3

■ Auxiliary Equipment 1-13

2 Programming 2-1

■ Overview 2-1

■ Hardware Considerations 2-2

■ Initial System Setup 2-3

■ Changing Settings after Installation 2-6

■ Changing Settings to Support

PBX or Centrex Services 2-9

■ System Programming Options 2-10

■ Using System Programming 2-16

■ Telephone Programming Options 2-21

■ Using Telephone Program min g 2-25

3 Learning about Telephones 3-1

■ System Telephones 3-1

■ Standard Telephones 3-8

■ Combination Extensions 3-13

■ Using Telephones 3-14

4 Using Auxiliary Equipment 4-1

■ Overview 4-1

Contents

■ Answering Machines 4-4

■ Auto Attendant 4-8

■ Credit Card Scanners 4-9

■ Fax Machines 4-10

■ Modems 4-18

■ Night Service with Auxiliary Equipment 4-20

■ Voice Messaging Systems 4-22

5 Feature Reference 5-1

■ Overview 5-1

■ AA (Automated Attendant) Extensions

(#607) 5-4

■ Abbreviated Ringing (#305) 5-5

■ Allowed List Assignments (#408) 5-6

■ Allowed Phone Number Lists (#407) 5-7

■ Answering Calls 5-10

■ Auto Dialing 5-13

■ Automatic Extension Privacy (#304) 5-16

■ Automatic Line Selection 5-18

■ Automatic System Answ e r But ton

(#111) 5-21

■ Automatic System Answer Delay

(#110) 5-24

■ Automatic System Answer Lines

(#204) 5-26

■ Automatic System Answer Mode

(#121) 5-28

■ Automatic System Answer

Record/Playback (I891) 5-30

■ Automatic VMS Cover (#310) 5-33

■ Background Music (F19) 5-35

■ Backup Programming—Automatic

(#123) 5-37

■ Backup Programming—Manual (#124) 5-39

■ Call Coverage (F20,XX,XX) 5-41

■ Call Coverage Rings (#116) 5-45

■ Call Forwarding/Call Follow-Me

(F11,XX,XX) 5-46

Contents

■ Call Park 5-49

■ Call Pickup (I6XX) 5-51

■ Call Waiting (#316) 5-52

■ Caller ID 5-54

■ Caller ID Inspect (F17) 5-56

■ Caller ID Name Display (F16) 5-58

■ Caller ID Type (#122) 5-59

■ Calling Group Extensions (#502) 5-61

■ Conference Calls 5-62

■ Conference Drop (F06) 5-64

■ Copy Settings (#399) 5-65

■ Dial Mode (#201) 5-67

■ Direct Extension Dial Button (#113) 5-68

■ Direct Extension Dial Delay (#112) 5-71

■ Direct Extension Dial Lines (#205) 5-72

■ Direct Extension Dial Record/Playback

(I892) 5-74

■ Direct Line Pickup—Active Line (I68LL) 5-77

■ Direct Line Pickup—Idle Line (I8LL) 5-79

■ Disallowed List Assignments (#405) 5-81

■ Disallowed Phone Number Lists (#404) 5-82

■ Display 5-85

■ Display Language (#303) 5-87

■ Distinctive Ring (#308) 5-88

■ Do Not Disturb (F01) 5-89

■ Doorphone Alert Extensions (#606) 5-91

■ Doorphone Extension (#604 and #605) 5-92

■ Emergency Phone Number List (#406) 5-94

■ Exclusive Hold (F02) 5-96

■ Extension Name Display 5-98

■ External Hotline (#311) 5-100

■ Fax Machine Extensions (#601) 5-102

■ Group Call Distribution (#206) 5-103

■ Group Calling—Ring/Page (I7G/I*7G) 5-105

■ Group Hunting—Ring/Voice Signal

(I77G/I*77G) 5-109

■ Group Pickup (I66G) 5-113

■ Hold 5-115

■ Hold Disconnect Time (#203) 5-117

■ Hotline (#603) 5-119

iii

Contents

■ Hunt Group Extensions (#505 ) 5-121

■ Intercom Dial Tone (#309) 5-123

■ Joining Calls 5-124

■ Last Number Redial (F05) 5-126

■ Line Access Mode (#313) 5-128

■ Line Access Restriction (#302) 5-130

■ Line Assignment (#301) 5-132

■ Line Coverage Extension (#208) 5-136

■ Line Ringing 5-138

■ Making Calls 5-140

■ Manual Signaling (F13XX or F13*XX) 5-145

■ Message Light Off (F10XX) 5-147

■ Message Light On (F09XX) 5-149

■ Music-On-Hold (#602) 5-151

■ Music-On-Hold Volume (#614) 5-153

■ Night Service Button (#503) 5-154

■ Night Service Group Extensions (#504) 5-157

■ Number of Lines (#104) 5-158

■ Outgoing Call Restriction (#401) 5-160

■ Outgoing Call Restriction Button (#114) 5-162

■ Outside Conference Denial (#109) 5-165

■ Personal Speed Dial Numbers 5-166

■ Pickup Group Extensions (#501) 5-169

■ Pool Access Restriction (#315) 5-170

■ Pool Extension Assignment (#314) 5-172

■ Pool Line Assignment (#207) 5-175

■ Privacy (F07) 5-177

■ Recall (F03) 5-179

■ Recall Timer Duration (#107) 5-181

■ Restore Programming (#125) 5-182

■ Ring on Transfer (#119) 5-184

■ Rotary Dialing Timeout (#108) 5-185

■ Save Number Redial (F04) 5-186

■ Send All Calls 5-188

■ Special Dialing Functions 5-190

■ Star Code Dial Delay (#410) 5-192

■ Station Lock (F21) 5-195

■ Station Unlock (F22) 5-198

■ System Date (#101) 5-199

■ System Day (#102) 5-200

Contents

■ System Password (#403) 5-201

■ System Release Status (F59) 5-202

■ System Reset—Programming Saved

(#728) 5-203

■ System Speed Dial Numbers 5-205

■ System Time (#103) 5-208

■ Toll Call Prefix (#402) 5-209

■ Touch-Tone Enable (F08) 5-210

■ Transfer Return Extension (#306) 5-211

■ Transfer Return Rings (#105) 5-213

■ Transferring Calls 5-215

■ VMS Cover (F15) 5-219

■ VMS Cover Rings (#117) 5-221

■ VMS Hunt Delay (#506) 5-222

■ VMS Hunt Schedule (#507) 5-223

■ Voice Interrupt on Busy (#312) 5-224

■ Voice Interrupt on Busy T alk-Back (F18) 5-226

■ Voice Mailbox Transfer (F14) 5-228

■ Wake Up Service Button (#115) 5-230

6 Troubleshooting 6-1

■ Customer Self-Service Center on the

Internet 6-2

■ When You Need Help 6-3

■ Power Failure Operation 6-4

■ Battery Replacement 6-5

■ Clearing a Backup-Failure Alarm 6-9

■ Problems with System Phones 6-10

■ Problems with Standard Phones 6-14

■ Other Problems with Phones 6-16

■ Problems with Combination Extensions 6-21

■ Problems with Standard Devices 6-22

■ Problems with ASA/DXD Cards 6-23

■ Problems with Automatic Backup 6-24

■ Problems with Manual Backup 6-26

■ Problems with System Restore 6-28

■ System Problems 6-30

■ Other Problems with System 6-33

Contents

A Specifications A-1

B Maintenance, Repair,

and Ordering Information B-1

■ Maintenance B-1

■ Repair Information B-1

■ Lucent Technologies Limited Warranty

and Limitation of Liability B-2

■ Product Ordering Information B-3

C Speed Dial Form C-1

■ Speed Dial Form C-1

GL Glossary GL-1

IN Index IN-1

Programming Quick Reference

Feedback Form

About This Guide

Purpose

This guide is intended for the System Manager. It explains what the PARTNER

Endeavor™ can do, provides instructions for programming and using the system, and tells how to get the most out of the system’s many features and capabilities.

Terminology

Throughout this guide, the PARTNER Endeavor Communications System is referred to simply as the designed to work with the system are called industry-standard telephones with the system, which are referred to as

phones

Messaging PC Card or PARTNER MAIL® Voice Messaging System, which you may have connected to the system, is referred to as the

in this guide. Finally, the PARTNER MAIL VS®, PARTNER® Voice

system

and Lucent Technologies telephones specifically

system phones

. You can also use

standard

voice messaging syst e m

How to Use This Guide

For information about the following topics, refer to the appropriate chapter:

■

Getting Acquainted.

and hardware components.

■

Programming the System.

to accommodate new or expanding needs. Chapter 2 provides general programming information , while Chapter 5 provides detailed instructions for programming specific system features.

■

Training Co-Workers.

phones work with the system. To help train co-workers on telephone basics, you can share this information with them.

■

Using Auxiliary Equipment.

auxiliary equipment, including fax machines, modems, voice messaging systems, and call reporting dev ic es . Chapter 4 provides advice on setting up these devices to work effectively with the system.

Chapter 1 provides an overview of system features

You can change your system’s settings easily

Chapter 3 explains how system and standard

The system supports a wide variety of

vii

About This Guide

■

Daily Operation.

to oversee some of the system’s daily operations. For example, you may need to turn on Night Service at the end of each day before leaving the office. Reference information about all features, including descriptions and instructions for using each feature, is provided in Chapter 5.

■

Solving Problems.

problems if your system or telephones malfunction.

Once you are experienced with the system, use the Table of Contents or Index to locate the information you need.

Throughout this guide, feature names are printed in bold—for example, System

Date (#101). Chapter 5, ‘‘Feature Reference’’ provides comprehensive information about each feature, with the features arranged in alphabetical order. For example, if you see a reference to System Date (#101), you can look it up in Chapter 5 for details.

Product Safety Statements

Depending on how your system is set up, you may need

Chapter 6 provides information about solving

Product safety statements are identified in this guide by a .

CAUTION:

Indicates the presence of a hazard that will or can cause minor personal injury or property damage if the hazard is not avoided.

WARNING:

Indicates the presence of a hazard that can cause severe or fatal personal injury if the hazard is not avoided.

How to Comment on This Guide

A feedback form is located at the end of this guide, after the appendices. If the form is missing, send your comments and recommendations for changes to: Publications Manager, Lucent Technologies, 211 Mount Airy Road (Room 2W-226), Basking Ridge, NJ 07920 (FAX 1-908-953-6912).

viii

Purpose

Important Safety Instructions

The following list provides basic safety precautions that should always be followed when using your telephone equipment:

1. Read and understand all instructions.

2. Follow all warnings and instructions marked on the product.

3. Unplug all telephone connections before cleaning. DO NOT use liquid cleaners or aerosol cleaners. Use a damp cloth for cleaning.

4. This product should be serviced by (or taken to) a qualified repair center when service or repair work is required.

5. DO NOT use this product near water—for example, in a wet basement

location.

6. DO NOT place this product on an unstable cart, stand, or table.

7. Never push objects of any kind into slots or openings as they may touch dangerous voltage points or short out parts that could result in a risk of fire or electric shock. Never spill liquid of any kind on the product.

8. DO NOT use the telephone to report a gas leak in the vicinity of the leak.

9. The product is provided with a three-wire grounding type plug. This is a safety feature. DO NOT defeat the safety purpos e of the ground ing ty pe pl ug. DO NOT staple or otherwise attach the power supply cord to building surfaces.

CAUTION:

DO NOT block or cover the ventilation slots or openings. They prevent the product from overheating. DO NOT place the product in a separate enclosure unless proper ventilation is provided. DO NOT place the product flat on a surface. The control unit must be wall-mounted.

About This Guide

Overview

Features and Capabilities

The following list provides an overview of the PARTNER Endeavor™ Communications System’s features. The features apply to all releases of PARTNER Endeavor unless specified otherwise.

■ Full line of system phones, some with displays showing date, time, and

programming and feedback messages. All system phones provide access to multiple outside lines and system features.

■ Programmable buttons on system phones, providing one-touch access to

system features by simply by pressing the button.

■ Intuitive operation of basic call-handling capabilities including transfer,

conference, and hold.

■ Intercom (inside) calling to other system extensions using an Intercom

button and the two-digit number assigned to the extension. Users can either ring or voice-signal an idle system phone; use Voice Interrupt On Busy to signal another user who is active on a call; or manually signal to audibly alert another predetermined extension.

■ Grouping of extensions for flexibi lit y in direc ti ng and answer i ng calls .

■ Integrated voice messaging support with the PARTNER MAIL VS system or

P ARTNER MAIL system, so callers can reach a desired extension or group without operator assistance and leave messages at unanswered or busy extensions.

■ PARTNER Voice Messaging PC Card provides a voice messaging service

as well as effective solutions for after-hours call answering and back-up for the receptionist.

■ Caller ID support on system display phones (if Caller ID service is available

from your local telephone company and you subscribe to it).

1-1

Overview

■ Power failure operation with a standard phone, allowing you to make calls

from extension 10 during a power failure while retaining programmed equipment settings for up to four days. (An optional Uninterruptible Power Supply, or UPS, is also available to allow full equipment operation during a power failure.)

■ Centrex or PBX operation support—including one-touch dialing of feature

access codes on system phones.

■ Flexible dialing restrictions and permissions so you can control telephone

activity and phone bills.

■ Special hospitality features that let Bed-and-Breakfast proprietors, for

example, regulate phone use in guest rooms and schedule wake-up calls for guests.

■ Easy-to-use programming procedures, making it simple for you to manage

your system and telephones. System display phones provide messages and prompts during programming.

■ Two system-programming extensions, allowing you to program the system

from one extension without interrupting call activity at the other programming extension—usually the receptionist’s extension.

■ Modular connections to the control unit, making it easy to reconfigure your

system or to add lines and/or extensions as your business grows.

■ Direct connections for industry-standard devices—including most standard

phones, fax machines, answering machines, modems, and credit card scanners.

■ Optional equipment support, including doorphones, Music-On-Hold

, auto attendants, extra alerts, and PC Cards for Backup/Restore or for software upgrades. Doorphones work only on Tip Ring ports, which are the bottom two ports on a processor or a 362EC expansion module.

■ Automatic System Answer feature to help answer and route calls.

■ Direct Extension Dial feature to allow callers to dial an extension or help

group directly without the aid of the receptionist.

■ Line Pooling to create up to four groups, or pools, of multiple outside lines.

When users access a pool to make a call, the system selects an available line from the pool.

■ Call Coverage for users who are unable to answer their calls, but want their

calls answered by another individual.

1. The performance of music over telephone lines is a public performance under United States Copyright law. Accordingly, in order for the perfor mance of that musi c to be lawful, it must be licensed annu ally to the us er by the copyri ght owners or the ir represent atives. One way to obtain permission is to contact ASCAP, BMI, and/or similar performing rights

organizations, to obtain a license. Or, you can purchase a Magic-On-Hold® system, which includes the required license for the first year. This license must be renewed annually by the copyright owners or their representatives.

1-2

System Components

Modular hardware design makes the system easy to install and expand. The basic system consists of a PARTNER Endeavor processor module, which supports three lines and eight extensions. Using these lines and extensions, you can add various optional devices and telephones to configure your system to meet your needs. To expand the system to include more lines and extensions, simply attach

additional modules and a carrier to contain them. The term “control unit” is used to refer to the stand-alone PARTNER Endeavor 362 processor module (or to the carrier and the modules it contains), since this is the heart of the system. Figure 1-1 shows an example of system components.

WARNING:

There are no customer-serviceable components inside the system modules or carrier. There are hazardous voltages within that can cause severe or fatal personal injury. DO NOT OPEN THE MODULES.

1-3

Overview

PARTNER Endeavor 362 Processor Module

MUSIC ON HOLD

C om

C ombo

Endeavor -34

Endeavor -18D

Endeavor -6

Endeavor

-18

Figure 1-1. Sample System Components

Expansion

(for extension jacks on last 2 ports of Endeavor 362 Processor Module or 362EC Expansion Module)

1-4

System Components

Configurations

The system can have one of three basic configurations:

■ Stand-alone PARTNER Endeavor 362 processor module. This

configuration does not use a carrier.

■ 2-Slot Carrier, which can hold up to two modules. The PARTNER Endeavor

362 processor module resides in the leftmost slot with either a 362EC expansion module or PARTNER Mail VS (PMVS) module in the right slot.

■ 5-Slot Carrier, which can hold up to five modules. The PARTNER Endeavor

362 processor module resides in the center slot with four 362EC expansion modules in the remaining slots or three 362EC expansion modules and one PARTNER Mail VS module in the last slot.

NOTE:

A PARTNER Endeavor PC Upgrade Card is required.

In either carrier, one and only one of the modules must be a PARTNER Endeavor 362 processor module. The modules slide into the carrier, which channels power to the system.

System Modules

The following system modules can be installed in your system:

■ PARTNER Endeavor 362 Processor Module provides the software

■ 362EC Expansion Module provides expanded line and extension

intelligence that controls the system’s features. It has jacks for three outside lines, eight extensions (the top six station ports support only Enhanced Tip Ring devices and the bottom two ports support both Enhanced Tip Ring and Tip Ring devices), a Music-On-Hold audio source and a grounding screw. It also has one PC Card slot, a bicolor red and green light-emitting diode (LED), and two AAA user-replaceable batteries. The module also provides support for Caller ID information on system display phones. The system requires one PARTNER Endeavor 362 processor module.

capability. It has jacks for three outside lines and eight extensions (again, Tip Ring devices are only supported on the bottom two ports). By using four 362EC expansion modules, you can have a maximum of 40 extensions with 15 lines (one PARTNER Endeavor 362 processor module and four 362EC expansion modules) .

NOTE:

A 362EC expansion module will work ONLY in conjunction with a PARTNER Endeavor 362 processor module.

To get Caller ID, first you must subscribe to the service from your local phone company (if it is available) on a per-line basis, then connect those lines associated

1-5

Overview

with Caller ID to the line jacks. Any users with system display phones who receive calls on Caller ID lines will get Caller ID. For more information, see “Caller ID” in

Chapter 5.

If you want message-waiting capability on standard phones that are equipped with LED-compatible message-waiting lights, you must connect those phones to the bottom two extension jacks on a PARTNER Endeavor 362 processor module or 362EC expansion module. Standard phones can be used to make calls when plugged into any port of the PARTNER Endeavor 362 processor module or 362EC expansion module. However, standard phones will ring only when plugged into the Tip Ring ports, which are the bottom two ports.

With the exception of headphones, auxiliary equipment works only on Tip Ring ports (headphones do not require a ring and can therefore be plugged into any port). The top six station ports support only Enhanced Tip Ring devices and the bottom two ports support both Enhanced Tip Ring and Tip Ring devices.

Table 1-1. Summary of Module Capacities

Module Lines Extensions

362 3 8 362EC 3 8

NOTE:

When using a PARTNER MAIL VS Module with the PARTNER Endeavor System, extension numbering is done dynamically. That is, when numbering extensions, the module counts as six extensions. However, it is recommended that the PARTNER MAIL VS module be placed in the last slot of a 2-Slot or 5-Slot Carrier.

System Batteries

The system uses two user-replaceable AAA-size standard alkaline batteries in the PARTNER Endeavor 362 processor module to ensure that the system programming and telephone programming settings are not lost in case of a power failure. See Chapter 6, ‘‘Troubleshooting’’ for instructions for replacing the batteries.

PC Card Slot

The PAR TNER Endeavor 362 processor module has one PCMCIA (Personal Computer Memory Card International Association) interface slot (hereafter referred to as PC Card slot). You can buy the following PC Cards to use in this slot:

1-6

■ Backup and Restore PC Card

■ PARTNER Endeavor PC Upgrade Card—To upgrade from 2-Slot to

5-Slot system. This must be a PARTNER Endeavor Upgrade Card for use on a PARTNER Endeavor only.

System Components

■ Automatic System Answer/Direct Extension Dial PC Card

■ PARTNER Voice Messaging PC Card

For information on installing PC Cards, see

Instructions

PARTNER PC Card Installation

System Capacity

The PARTNER Endeavor release that you have, the carrier you use, and the combination of modules installed determine the number of available lines and extensions.

Tab l e 1-2. Configurations fo r Maximum Lines or Maximum Extensions for

PARTNER Endeavor

Configuration Maximum Lines and Extensions

Stand-alone PARTNER Endeavor 362 processor module

(Total = 3 lines, 8 extensions)

2-Slot Carrier One PARTNER Endeavor 362 processor module, one 362EC

expansion module (Total = 6 lines, 16 extensions)

2-Slot Carrier One PARTNER Endeavor 362 processor module, one PMVS

module (Total = 3 lines, 8 extensions)

5-Slot Carrier One PARTNER Endeavor 362 processor module, four 362EC

expansion modules (Total = 15 lines, 40 extensions)

5-Slot Carrier One PARTNER Endeavor 362 processor module, three 362EC

expansion modules, and one PMVS module (Total = 12 lines, 32 extensions)

System Mode

The system supports two modes of operation. The mode of operation determines how users access outside lines from their phones:

■

Key Mode.

■

Hybrid Mode.

However, you also can create up to four groups, or outside lines. When the user accesses a pool to make a call, the system selects an available line from the pool. Since multiple lines are associated with the pool, the user does not know which line within the pool is being used to make the call.

Users access individual outside lines to make and receive calls.

Users can access individual outside lines as in Key mode.

pools,

of multiple

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Overview

System mode is determined by the configuration of the processor module. By default, the system is configured for Key mode. Changing to Hybrid mode requires modifying the processor module.

Only Lucent Technologies Authorized Personnel or Authorized Dealers can modify the processor module to accommodate Hybrid mode.

The mode for your system must be decided upon before installation; and in the continental U.S., the mode must be registered with the Federal Communications Commission (FCC) (see ‘‘FCC Registration’’ later in this section).

Key Mode

When the system operates in Key mode, individual outside lines are assigned to

users’ extensions for making and receiving calls. At extensions with system phones, each individual line (Line 1, Line 2, Line 3, etc.) assigned to the extension is represented by its own line button. Users can press any of the available line buttons on their system phones to make outside calls. (Standard phone users must dial 9 at intercom dial tone to make an outside call since their phones do not have line buttons.)

Key mode enables users to easily join calls since each line button can be labeled using a unique line number. For example, if you are requested to join a call on Line 2, you simply press the line button labeled “Line 2.” Key mode also lets users monitor call activity using the lights next to the line button—everyone who has a specific line assigned to their extension can tell when an incoming call is ringing on that line, when a call on that line is on hold, and when that line is in use.

At installation, the system assigns outside lines to the buttons on all system phones from left to right, starting with the bottom row of buttons. On an extension basis, you can change which lines are assigned and which buttons are used to select the lines, if desired.

All extensions in a system configured for Key mode are referred to as

extensions

key

Hybrid Mode

Hybrid mode offers users flexibility in accessing outside lines from their phones. As in Key mode, individual lines can be assigned to system extensions.

pools.

Additionally, multiple outside lines can be grouped together in

main

can have up to four pools, including a pool is identified by a

Pools are represented on system phones by buttons give users access to pool is associated with only contains most of your company’s outside lines, it is associated with buttons. This setup allows the user to place a call using one of the main pool buttons, put that call on hold, and make another call using the second main pool button. Or, the user can establish a conference call using lines in the main pool. The main pool and each auxiliary pool can be assigned to an extension, for a maximum of five pool buttons.

pool access code

multiple

one

pool button. Since the main pool typically

pool and three

—880, 881, 882, and 883 respectively.

pool buttons.

lines from a single button. Each auxiliary

auxiliary

Unlike line buttons, pool

The system

pools. Each

two

pool

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System Components

System phone users can press any of the available pool buttons on their phones or they can enter the pool access code at intercom dial tone to make an outside call. (Standard phone users must dial 9 or enter the pool access code at intercom dial tone to access a pool since their phones do not have pool buttons.) After the user presses a pool button or enters a pool access code, the system selects a free line from the pool for the user to make the call. A user can access a pool as long as there is at least one available line in the pool.

A major benefit of Hybrid mode is that it allows users who have system phones with fewer buttons to have access to multiple outside lines and various types of pools. You can make efficient use of outside lines by grouping those of a similar type or function together. For example, you can create an auxiliary pool of WATS or international lines and assign the pools to different groups of users.

Additionally, individual lines can be assigned to a manager’s extension so that he or she always has access to an outside line.

In Hybrid mode, extension 10

always

operates like an extension in Key mode. This means that every outside line in the system is associated with a specific line button at extension 10.

All other extensions can be set up with access to only lines, only pools, or a combination of lines and pools:

■ Those extensions that have pool buttons, even if they also have individual

line buttons, are called

■ Those extensions that have only line buttons (including extension 10) are

key extensions.

called

pooled extensions.

Key extensions cannot access pools.

If your system is configured for Hybrid mode, keep in mind:

■ A line can be assigned to only one pool.

■ Individual extensions can have restricted access to specific pools.

■ Individual lines can be assigned to an extension with pool buttons as long

as the lines are not part of any pool.

At installation, the system assigns all outside lines to the main pool and assigns the main pool to the two leftmost buttons on the bottom row of all system phones, except extension 10. If desired, you can remove some of the lines from the main pool and create auxiliary pools. Then you can assign pools and/or individual lines on a per extension basis.

FCC Registration

In the continental U.S., your system’s mode of operation must be registered with the FCC as either KF (Key Function) for Key or MF (Multifunction) for Hybrid. If the system is registered as KF, no outside lines can be pooled; if the system is registered as MF, lines can be pooled and individual lines also can be assigned directly to line buttons.

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Overview

Telephones

System Telephones

This guide refers to Lucent Technologies telephones specifically designed to work with the system as system phones. These include the PARTNER Endeavor-34D, PARTNER Endeavor-18D, PARTNER Endeavor-18, and PARTNER Endeavor-6

telephones. You can also use the Trans Talk© 9000-series wireless phones, including MDW 9000, MDW 9010, MDW 9030P and MDW 9031P Pocketphone, although they are not discussed in this guide. For information about a TransTalk 9000-series phone, refer to the documentation that comes with the phone.

System phones have several buttons in common: volume control buttons, and the

f, C, A, h,! and S buttons. In addition, each phone has

programmable buttons

numbers, outside phone numbers, or system features. Outside lines and pools, as well as some system features, require buttons with status lights. Programmable buttons without lines or pools assigned to them can be programmed with numbers or features, so you can use the feature or dial the number with one touch. The number in each PARTNER Endeavor-model name indicates the number of buttons with status lights.

that can be used for outside lines, pools, extension

If the PARTNER Endeavor-model phone has a display, indicated by a “D” in the model name, users receive messages and prompts when making calls and when programming. PARTNER Endeavor-model phones have a 16-character display . (More information about the display is provided in Chapter 5.) A system display phone is

Valid system extensions are 10 – 49. When using a PARTNER MAIL VS Module with the PARTNER Endeavor System, extension numbering is done dynamically. That is, when numbering extensions, the module counts as six extensions.

Table 1-3 summarizes PARTNER Endeavor-model system phone features.

required

for system programming.

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System Components

Table 1-3. PARTNER Endeavor-Model System Phones

34D 18D 18 6

Total Number of

32 16 16 4 Programmable Buttons with Status Lights

Total Number of

4400 Programmable Buttons without Status Lights

Key Mode Button

32 16 16 4 Capacity (Number of Programmable Buttons with Status Lights)

Hybrid Mode Pool Button Capacity

5554

Line Capacity 15 15 15 4 Intercom Buttons 2 2 2 2 Display

✔✔——

Speakerphone ✔✔✔✔

1. The main pool uses two buttons.

2. PARTNER Endeavor-model phones have a 16-character display.

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Overview

Intercom Autodialers

PARTNER Endeavor-model system phones support the PARTNER-CA48 Call Assistant Intercom Autodialer at extensions 10 and 11. The autodialer provides Auto Dial buttons for all of the extensions in your system. The status lights next to each button also indicate calling activity at that extension. Users can program the Auto Dial buttons for either intercom ringing, voice signaling, or manual signaling.

(Note that each user can have only one Auto Dial button—either on the system phone or on the autodialer—for another extension in the system.) The Auto Dial buttons allow the user to dial, signal, or transfer calls to system extensions with one touch. For more information about Auto Dial buttons, see “Auto Dialing” in

Chapter 5.

Standard Telephones

You can also use industry-standard single-line rotary or touch-tone telephones, including feature phones with built-in feature buttons and lights, with the system. This guide refers to such telephones as Technologies-certified standard phones are recommended.

standard phones

. Lucent

NOTE:

Standard phones can be used to make calls when plugged into any port of the PARTNER Endeavor 362 processor or 362EC expansion module. However, standard phones will ring only when plugged into the Tip Ring ports, which are the bottom two ports.

The following Lucent Technologies phones can make use of the system’s message-waiting capability:

■ 2500 YMGL Single-Line Analog Telephone Set

■ 8101 Analog Telephone

■ 8101M Analog Tele pho ne

■ 8102 Analog Telephone

■ 8110 Analog Telephone

■ 7102 Plus Analog Voice Terminal

(This model is recommended.)

Check with your local Lucent Technologies Representative or local Authorized Dealer to find out whether other standard phones with message-waiting lights will work.

NOTE:

For message waiting capability, you must connect standard phones with LED-compatible message-waiting lights to a PAR TNER Endeavor 362 processor module. This message-waiting capability does not work with standard phones with neon-type message-waiting lights.

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Auxiliary Equip men t

Enhanced Tip Ring Ports

There are eight Enhanced Tip Ring ports per processor module and 362EC expansion module. The top six station ports support only Enhanced Tip Ring devices and the bottom two ports support both Enhanced Tip Ring and Tip Ring devices. Connect headsets and other adjunct equipment that do not require incoming ringing to any port or through the AUX jack on a PARTNER Endeavor telephone.

NOTE:

Doorphones should not be connected to an Enhanced Tip Ring only port since doorphones rely on receiving a forward disconnect signal to disconnect a call. If a Tip Ring device is connected to an Enhanced Tip Ring only port, a forward disconnect signal is not sent and ringing is not heard at that port.

Auxiliary Equipment

You can connect many types of telecommunications devices to your system

without expensive adapters or additional phone lines—for example, answering machines, credit card scanners, and fax machines. Many industry-standard, single-line devices will wor k with the system regardless of the manufacturer.

For more information, refer to the list in Chapter 4 or contact your Lucent Technologies Representative or local Authorized Dealer. Also, see Chapter 4 for advice on setting up auxiliary equipment to work effectively with the system.

Requirements

An industry-standard device must meet the following conditions:

■ It must be non-proprietary. That is, it cannot be made specifically for use on

a particular telephone system. (For example, you cannot connect a Lucent Technologies MERLIN LEGEND® Communication System phone, because it is specifically designed for use on a MERLIN LEGEND Communication Syst em.)

■ Its Ringer Equivalence Number (REN

REN is shown on a label on the device, usually on the bottom.)

■ You can connect a standard two-line device to the system, but for best

results it should be installed and used as if it were a single-line device.

1. REN is a measure of the power it takes to ring a phone. The ty pical home phone line supports

4.0–5.0 RENs; each extension jack in your system handles up to 2.0 RENs.

) cannot be greater than 2.0. (The

1-13

Overview

Connecting Standard Devices

Y ou can connect a standard device so that it is on an extension by itself, or so that it shares an extension with another piece of equipment (either another standard device or a system phone) as long as the REN of the two devices together does not exceed 2.0. (System phones have 0.0 REN.) For example, you can connect a standard phone and an answering machine to the same extension. An extension with two devices connected to it is called a connect two system phones on one extension. The

Installation

guide provides installation instructions.

NOTE:

combination extension

PARTNER Endeavor

. You cannot

1-14

Programming

Overview

After the system hardware is installed, you can customize the system and individual telephones. This chapter explains how to use accomplish that.

There are two types of programming:

■

System Programming

needs of your business. When the system is first installed, it uses factory settings that reflect the most commonly used options. You can change system settings as needed.

programming

allows you to customize the system to meet the

You can perform System Programming from extension 10 or 11. Because an extension cannot be in programming mode and handle calls at the same time, consider using extension 11 for programming. Doing so gives you the ability to program without disrupting call handling by the receptionist at extension 10.

■

Telephone Programming

individual users’ needs. Individual telephones can be programmed from extension 10 or 11 extension using a system phone

A system display phone is Programming. If you have any 34-button phones in the system, you must use a 34-button display phone to program since an 18-button phone program a 34-button phone.

The system permits programming from a remote location using a Remote Administration Unit—see ‘‘Remote Programming’’ on page 2-22.

This chapter provides general information about programming procedures. When a specific feature name is used, it is printed in bold type. For detailed descriptions and step-by-step instructions, refer to that name in Chapter 5. (A Programming

Quick Reference

is provided at the end of this guide.)

(Centralized Telephone Programming),

allows telephones to be customized to meet

(Extension Programming)

required

for System and Centralized Telephone

cannot

or from a user’s

be used to

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